D.J. St. Germain’s Exelon EXC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $101K | Buy |
2,322
+1,676
| +259% | +$72.8K | ﹤0.01% | 381 |
|
2025
Q1 | $29.8K | Sell |
646
-1,794
| -74% | -$82.7K | ﹤0.01% | 458 |
|
2024
Q4 | $91.8K | Buy |
2,440
+793
| +48% | +$29.8K | ﹤0.01% | 356 |
|
2024
Q3 | $66.8K | Buy |
1,647
+375
| +29% | +$15.2K | ﹤0.01% | 365 |
|
2024
Q2 | $44K | Hold |
1,272
| – | – | ﹤0.01% | 397 |
|
2024
Q1 | $47.8K | Hold |
1,272
| – | – | ﹤0.01% | 394 |
|
2023
Q4 | $45.7K | Hold |
1,272
| – | – | ﹤0.01% | 396 |
|
2023
Q3 | $48.1K | Hold |
1,272
| – | – | ﹤0.01% | 367 |
|
2023
Q2 | $51.8K | Buy |
+1,272
| New | +$51.8K | ﹤0.01% | 366 |
|
2018
Q3 | – | Sell |
-6,992
| Closed | -$212K | – | 179 |
|
2018
Q2 | $212K | Buy |
+6,992
| New | +$212K | 0.03% | 161 |
|